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Covering your assets: How to keep what you've got

Jun 27, 2019 04:30 PM - Jun 27, 2019 08:00 PM Pacific Daylight Time
Rolling Hills Country Club, 1 Chandler Ranch Rd,. Rolling Hills, CA

Covering your assets: How to keep what you’ve got

Congratulations! You have achieved the "American Dream." You've managed through sheer will, hard work, intelligence, and perseverance to accumulate significant net worth. However, there is increasingly a gathering storm of forces working to compromise personal wealth. It is causing many people to wonder, "Will I be OK?" "Will my family be OK?" "Will my business survive to be sold or passed down later on?"

At this presentation, you will learn:

· Examples of the myths, errors, illusions, and delusions that can trip up investors.

· How to organize an entire estate so that you can enjoy your assets during life, but pass them on as you wish after death.

· How to defend the wealth that you have worked so hard to achieve in a world more complex and perilous than ever before.


City National 2019: Economic & Investment Forum

Jan 30, 2019 08:00 AM - 10:30 AM Pacific Standard Time
The Beverly Hilton, 9876 Wilshire Blvd., Beverly Hills, CA

A Global Economic and Financial Outlook: 

Please join us for our annual Economic & Investment Forum featuring a keynote discussion between: 

Russell Goldsmith, Chairman and CEO, City National Bank; Chairman, RBC W.S. Wealth Management 

Janet L. Yellen, Chair, Board of Governors, Federal Reserve System (2014-2018)

They will explore a range of topics including interest rates, monetary policy, the direction of the economy for the year ahead, and its impact on capital markets.  We're also pleased to introduce two expert panels to this year's forum.  The panelists will analyze current financial markets and key investment strategies for 2019.

  • Breakfast and Registration - 8:00 a.m.
  • Program - 8:30 a.m. - 10:30 a.m.
    • Featuring keynote discussion and moderated panels
  • RSVP by January 23
    • Hosted self and valet parking; Continuing education credit offered*
    • Seating is limited - Business attire - Invitation is non-transferable

 


Please join us for a breakfast discussion of sophisticated financial and tax strategies. The topic of conversation will be:

The Coward's Portfolio

How much of your Investment assets are you comfortable risking in the stock market?

Date and time:

Wednesday, November 14, 2018
9:15 a.m. –11 a.m.

The Coward’s Portfolio is aimed at identifying opportunities in the market that will assist the conservative investor in reaching their goals and objectives while still feeling comfortable with the level of risk that they take on.

Hosted by:

Cengiz N. Volkan, AIF®, CIMA®, CPM®

Senior Vice President – Financial Advisor
Senior Portfolio Manager
PVG Group, RBC Wealth Management

Location:

Manhattan Country Club
1330 Parkview Avenue
Manhattan Beach, CA 90266

 

RSVP by calling (310) 683-6692 or by email to george.castrillon@rbc.com.
This presentation is designed for portfolios of investable assets of $5 million or more. We encourage both spouses to attend.
If you wish to invite a friend or colleague, please call us at (310) 683-6692.
Seating is limited.

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